KM
Kalos Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-14,417
| Closed | -$2.4M | – | 142 |
|
|
2016
Q3 | $2.4M | Buy |
14,417
+601
| +4% | +$100K | 2.05% | 8 |
|
|
2016
Q2 | $2.58M | Hold |
13,816
| – | – | 2% | 8 |
|
|
2016
Q1 | $2.72M | Buy |
13,816
+104
| +0.8% | +$20.5K | 2.26% | 5 |
|
|
2015
Q4 | $2.72M | Buy |
+13,712
| New | +$2.72M | 2.03% | 4 |
|